Can Paytm do a Zomato? Sandip Sabharwal answers

Sandip Sabharwal evaluates various sectors including technology, sugar, defence, and cement. He notes the positive impact of lifted ethanol production restrictions, discusses the high valuations in defence stocks, and explores the future potential for SBI and changes in the cement industry due to ongoing consolidation. Sabharwal also weighs considers whether Paytm can do a Zomato.